Lead Scoring

Leads Scoring Extension for Zoho CRM

The Leads Scoring extension for Zoho CRM helps you prioritize your leads, then focus on the most important ones, resulting in faster lead conversion. Using this extension, you can create rules and set scores for each lead. When this extension is installed, you will get the Score - Criteria Builder tab and Score field in the Leads Module.

Install Leads Scoring

To install the Leads Scoring extension

  1. Click Setting > Setup > Marketplace > All.
    All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM.
  2. Click AllExtensions, browse through for Leads Scoring and click it.
    The details about the extension will be available.
  3. Click Install Now.
  4. In the following screen, agree to the terms of service and click Continueto Install.
  5. Choose one of the following and click Confirm.
    • Install for admin only - The extension will be installed in CRM only for users with an administrator profile.
    • Install for all users - The extension will be installed in CRM for all the users.
    • Choose profiles - The extension will be installed in CRM for all the users under the selected profiles.

Authorize Leads Scoring

To authorize the Leads Scoring extension

  1. Select the Score - Criteria Builder tab and click Authorize.
  2. Provide the required permissions and click OK.

Set Leads Score Criteria

Once you've authorized the extension, you can start setting up the criteria for lead Scoring.

To set lead score criteria

  1. Click the Score- Criteria Builder tab.
  2. Click Add Criteria.
  3. Fill in the criteria details and click Save.

Calculate Leads Score

Once you've set the criteria for the lead scoring, select the Sync with Zoho CRM option at the top right corner of the Leads Score Criteria page to update the scores for the existing leads. Scores for the new leads will be automatically updated when the new lead is created. You can view the scores of each lead in the Leads details page.

To update the existing scores of a lead anytime scoring criteria is modified

  1. Select all the leads whose score has to be updated.
  2. Click the Update Score button.
    The lead score will be updated based on the new criteria.

Uninstall Leads Scoring

You can uninstall the Leads Scoring extension anytime. Uninstalling this extension will delete all associated data.

To uninstall the Leads Scoring

  1. Click Setting > Setup > Marketplace > All.
    All the installed extensions are listed. UnderAll Extensions you can view all the extensions supported in CRM.
  2. Browse for Leads Scoring and click the corresponding Uninstall link.
  3. Click OK to confirm.
    The extension will be uninstalled.

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